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BlackRock Energy and Resources Trust
BGR

Overview Fund Activity

70 hedge funds and large institutions have $84.1M invested in BlackRock Energy and Resources Trust in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
21
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMW
1
Cypress Capital Management (Wyoming)
Wyoming
$1.65M
2
AC
2
AlphaCore Capital
California
$437K
3
MWM
3
MGB Wealth Management
Texas
$849K
4
Truist Financial
4
Truist Financial
North Carolina
$2.11M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$246K

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$6.04M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$14.7M
3
Invesco
3
Invesco
Georgia
$5.41M
4
SCM
4
Saba Capital Management
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$3.85M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.9M 1,094,727 -17,837 -2%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$14.7M 1,080,846 -299,330 -22%
COLIM
3
City of London Investment Management
United Kingdom
$6.04M 444,523 -670,014 -60%
Wells Fargo
4
Wells Fargo
California
$5.73M 422,027 -1,753 -0.4%
Invesco
5
Invesco
Georgia
$5.41M 398,512 -53,630 -12%
Raymond James Financial
6
Raymond James Financial
Florida
$5.37M 395,306 +9,191 +2%
UBS Group
7
UBS Group
Switzerland
$3.85M 283,784 -26,909 -9%
AAM
8
Advisors Asset Management
Colorado
$3.68M 270,668 +12,169 +5%
LPL Financial
9
LPL Financial
California
$2.54M 187,321 +2,604 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.13M 157,022 +3,137 +2%
Bank of America
11
Bank of America
North Carolina
$2.12M 156,175 -1,016 -0.6%
Truist Financial
12
Truist Financial
North Carolina
$2.11M 155,359 +19,417 +14%
CCMW
13
Cypress Capital Management (Wyoming)
Wyoming
$1.65M 121,593 +121,593 New
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$965K 71,048 -12,769 -15%
SIC
15
Samalin Investment Counsel
New York
$960K 70,709 +3,442 +5%
AWM
16
Apollon Wealth Management
South Carolina
$949K 69,902 -4,325 -6%
MWM
17
MGB Wealth Management
Texas
$849K 64,805 +32,445 +100%
Osaic Holdings
18
Osaic Holdings
Arizona
$795K 58,552 +5,737 +11%
WAM
19
WNY Asset Management
New York
$736K 54,217 -18,000 -25%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$696K 51,254 +105 +0.2%
ATS
21
Ashton Thomas Securities
New York
$583K 42,955 – –
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$573K 42,201 -5,038 -11%
GC
23
Guggenheim Capital
Illinois
$498K 36,659 -14,327 -28%
Creative Planning
24
Creative Planning
Kansas
$444K 32,726 +684 +2%
AC
25
AlphaCore Capital
California
$437K 32,205 +32,205 New
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